LGGNY vs. AV.L
Compare and contrast key facts about Legal & General Group Plc (LGGNY) and Aviva plc (AV.L).
Performance
LGGNY vs. AV.L - Performance Comparison
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LGGNY vs. AV.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGGNY Legal & General Group Plc | -3.79% | 32.85% | -3.49% | 17.36% | -21.83% | 18.83% | -1.17% | 45.45% | -16.11% | 35.63% |
AV.L Aviva plc | -6.66% | 68.10% | 13.82% | 11.97% | 4.36% | 33.97% | -15.42% | 28.32% | -24.44% | 21.51% |
Different Trading Currencies
LGGNY is traded in USD, while AV.L is traded in GBp. To make them comparable, the AV.L values have been converted to USD using the latest available exchange rates.
Fundamentals
Returns By Period
In the year-to-date period, LGGNY achieves a -3.79% return, which is significantly higher than AV.L's -6.66% return. Over the past 10 years, LGGNY has underperformed AV.L with an annualized return of 8.52%, while AV.L has yielded a comparatively higher 10.82% annualized return.
LGGNY
- 1D
- 3.03%
- 1M
- -5.39%
- YTD
- -3.79%
- 6M
- 6.51%
- 1Y
- 15.90%
- 3Y*
- 13.53%
- 5Y*
- 4.63%
- 10Y*
- 8.52%
AV.L
- 1D
- 3.78%
- 1M
- -5.84%
- YTD
- -6.66%
- 6M
- -7.66%
- 1Y
- 27.50%
- 3Y*
- 26.86%
- 5Y*
- 17.02%
- 10Y*
- 10.82%
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Return for Risk
LGGNY vs. AV.L — Risk / Return Rank
LGGNY
AV.L
LGGNY vs. AV.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Legal & General Group Plc (LGGNY) and Aviva plc (AV.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| LGGNY | AV.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 1.11 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.49 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.22 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 1.94 | -1.03 |
Martin ratioReturn relative to average drawdown | 2.48 | 5.26 | -2.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LGGNY | AV.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 1.11 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.67 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | 0.37 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.00 | +0.15 |
Correlation
The correlation between LGGNY and AV.L is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LGGNY vs. AV.L - Dividend Comparison
LGGNY's dividend yield for the trailing twelve months is around 8.23%, less than AV.L's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGGNY Legal & General Group Plc | 8.23% | 7.92% | 9.06% | 7.34% | 7.62% | 5.68% | 5.86% | 4.97% | 6.77% | 8.42% | 12.35% | 4.47% |
AV.L Aviva plc | 10.19% | 5.39% | 7.30% | 7.32% | 6.69% | 6.93% | 5.32% | 9.62% | 10.02% | 6.38% | 5.88% | 4.90% |
Drawdowns
LGGNY vs. AV.L - Drawdown Comparison
The maximum LGGNY drawdown since its inception was -89.75%, smaller than the maximum AV.L drawdown of -99.99%. Use the drawdown chart below to compare losses from any high point for LGGNY and AV.L.
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Drawdown Indicators
| LGGNY | AV.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.75% | -99.99% | +10.24% |
Max Drawdown (1Y)Largest decline over 1 year | -16.70% | -11.93% | -4.77% |
Max Drawdown (5Y)Largest decline over 5 years | -43.39% | -18.28% | -25.11% |
Max Drawdown (10Y)Largest decline over 10 years | -62.54% | -56.61% | -5.93% |
Current DrawdownCurrent decline from peak | -9.18% | -6.71% | -2.47% |
Average DrawdownAverage peak-to-trough decline | -20.59% | -11.10% | -9.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.10% | 4.70% | +1.40% |
Volatility
LGGNY vs. AV.L - Volatility Comparison
Legal & General Group Plc (LGGNY) has a higher volatility of 10.21% compared to Aviva plc (AV.L) at 8.88%. This indicates that LGGNY's price experiences larger fluctuations and is considered to be riskier than AV.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LGGNY | AV.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.21% | 8.88% | +1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 16.14% | 16.56% | -0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.98% | 24.78% | -0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.95% | 25.25% | +1.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.77% | 29.40% | +5.37% |
Financials
LGGNY vs. AV.L - Financials Comparison
This section allows you to compare key financial metrics between Legal & General Group Plc and Aviva plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities